Connect Sleekplan and TaxAct to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sleekplan
Choose an Action
Automatically do this!
- Request a new Action for TaxAct
Enable Integrations or automations with these events of Sleekplan and TaxAct
Enable Integrations or automations with these events of Sleekplan and TaxAct
Actions
List All Comments
Retrieves the list of all comments.
Create Changelog Update
Create an update
Create Feedback
Create a new post
Update Feedback
Update a post
Search User
Retrieves the list of users based on search query string
Search Post
Returns a list of feedback posts based on specified search.
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Frequently Asked Questions
To start, connect both your Sleekplan and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Sleekplan triggers actions in TaxAct (or vice versa).
Absolutely. You can customize how Sleekplan data is recorded in TaxAct. This includes choosing which data fields go into which fields of TaxAct, setting up custom formats, and filtering out unwanted information.
The data sync between Sleekplan and TaxAct typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Sleekplan and TaxAct. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Sleekplan
Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.
Learn MoreAbout TaxAct
TaxAct is a comprehensive tax preparation software designed to help individuals and businesses efficiently manage their tax filing processes. With user-friendly tools and resources, TaxAct simplifies the complexities of tax calculations, ensuring accurate and timely submissions. It offers a range of features including step-by-step guidance, deduction maximization, and secure e-filing options, making it an ideal choice for both personal and professional tax needs.
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